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How to unlock Europe’s super strong stock market year

Always use a benchmark, analyse its components – sector weightings, country weightings, style tilts – and how they intersect

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    • Even in a Europe-led year, investors should diversify their portfolios with stocks from outside Europe.
    • Even in a Europe-led year, investors should diversify their portfolios with stocks from outside Europe. PHOTO: REUTERS

    DeeperDive is a beta AI feature. Refer to full articles for the facts.

    Ken Fisher

    Published Mon, Mar 17, 2025 · 05:00 AM

    HOW should you position for 2025? My previous column detailed the shockingly big, Europe-led year I foresee. To harness its upside, you must position wisely. Here is how.

    Step one to managing a portfolio: Always use a benchmark. Always!

    A benchmark is any big, broad, market capitalisation-weighted index – one giving greater clout to firms with greater market value (unlike America’s Dow or Japan’s Nikkei, which weight constituents solely by share price).

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